Cahaba Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Cahaba Wealth Management’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,567	Closed	-$255K	–	148
2021 Q4	$255K	Buy	1,567 +2	+0.1%	+$316	0.03%	125
2021 Q3	$234K	Buy	1,565 +172	+12%	+$26.3K	0.03%	125
2021 Q2	$212K	Buy	+1,393	New	+$207K	0.03%	74

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cahaba Wealth Management's RSP Position: Q1 2022 in Review

Cahaba Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2022, closing a stake of 1,567 shares — an estimated $255K sold.

Cahaba Wealth Management first reported a position in RSP in Q2 2021 and held it in 3 quarters. The position peaked at $255K in Q4 2021. 1,174 funds tracked by Wall St. Rank hold RSP as of Q1 2022.

Cahaba Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2022 after selling out during the quarter.
Cahaba Wealth Management sold 1,567 Invesco S&P 500 Equal Weight ETF shares in Q1 2022, an estimated $255K.
Cahaba Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2021 and held it in 3 quarters.
Cahaba Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $255K in Q4 2021.
1,174 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2022.

Based on Cahaba Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.